Step 1: Connect your accounting software
Lightyear is an award winning automation application, but ultimately you will want to get your payables data into your accounting software. In order to sync with your accounting software's suppliers, tax rates etc, and send your purchase data to your accounting software, we will need to connect to your accounting software.
Here's a video on how to connect your accounting software.
Connect to your Accounting Software from Lightyear on Vimeo.
We want to make connecting to your Accountancy Software system as simple as possible, so where possible we will either create a connection to your accountancy software via an API with our SaaS integration partners, or alternatively pre-format an export file which matches the requirements of your Accountancy Software.
You can access these settings under Settings > Accountancy on the left hand Nav Bar.
Connect to your Accounting Software
Within the Accountancy Software section, you'll be presented with a dropdown of all supported Accountancy Software integrations (see our website's Partners page.
Setup of each software will differ, so please be sure to check our Accounting Integrations
list to view steps specific to your chosen software.
Once you've connected your Accountancy Software, you can move on to the next step to Set your Tax Rates
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Step 5: Customise your settings
After you've connected to your Accounting Software, you'll need to visit Company Settings and customise your Lightyear account. Simply select Settings > Company Settings from the options on the left of your Lightyear user interface. The options that ...
Step 2: Set your default tax rates
Set Default Tax Rates Now you've connected your accounting software, here's a quick but significant step - make sure you don't skip this one! Your preferred settings here will save you a lot of time later from coding each line item individually on ...
Step 4: Approve and Export your bills
The time has come! Here we'll take you through approving and exporting bills. Your approval workflow is going to depend on how you customize your account settings which is actually our next step. For the purposes of this guide, we'll be looking at an ...
Step 3: Send a document into Lightyear
Here, we'll take you through how to get your first bills into Lightyear and then what to do with them. Use the table of contents above to skip ahead to the section you need. Alternatively, you can watch this video: Get your first bill in from ...
Step 7: Invite your team
Change Management To ensure a successful Lightyear rollout, it's important you bring your staff on the journey. We recommend you follow the below steps to ensure a smooth transition: Build an Implementation plan - Pick a 'Go-Live' date (we ...